Pam Krueger: The Best Wealthramp on How to Roll Your 401K or IRA

“Fun With Annuities” The Annuity Man Podcast

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12d ago 32:38

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In this episode, The Annuity Man and Pam Krueger discuss:

Finding fiduciary financial advisors
Customizing an annuity according to your goal
Rejecting pushy pitches from agents
Avoiding costly mistakes through education

Key Takeaways:

Seek independent, fee-only, fiduciary advisors focused solely on your interests, not commissions or product sales.
Avoid one-size-fits-all annuity recommendations; annuities should be evaluated based on individual needs and financial situations.
Take advantage of the one-year do-not-solicit period after rolling over a 401(k) to an IRA to avoid urgent pitches from agents pushing specific products.
Thoroughly educate yourself, analyze the product, and seek a second opinion before committing large sums to annuities to avoid costly mistakes.

"People know when they're looking for advice, they want a fiduciary. They want someone who's fee-only because they want someone who works only for them, not someone who sells insurance or sells mutual funds" — Pam Krueger

Connect with Pam Krueger:

Website: https://wealthramp.com/ | https://www.pamkrueger.com/

LinkedIn: https://www.linkedin.com/in/pamkrueger/

Twitter: https://twitter.com/PamkruegerTV

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!

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